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Financial Planner, Investment and Retirement Planning Specialist

2 months ago

Beaconsfield, Quebec, Canada Royal Bank of Canada> Full time

Job Summary

Job Description

What is the Opportunity?

As a Royal Bank of Canada Financial Planner, Investment and Retirement Planning, you will develop relationships and create custom investment solutions for prospective and existing clients. You will work alongside internal partners who send client referrals your way, leveraging your creativity, motivation, and hunger to drive new investment sales. Your goal is to provide world-class advice and solutions that help clients achieve their long-term goals. With unlimited earning potential, you can create a successful career and help clients achieve financial stability.

Key Responsibilities

  • Provide tailored financial planning advice and solutions using a range of investment and portfolio solutions
  • Acquire and consolidate existing and new clients and assets
  • Connect clients with the right Royal Bank of Canada team members to meet their needs
  • Develop external business referral sources through networking, marketing, and partnerships

Requirements

Must-have

  • Financial Planning Designation (IPF)
  • Mutual Funds License (IFIC or CSC)
  • Minimum 2 years' experience in financial planning
  • Proven networking and client acquisition skills
  • Ability to cultivate strong partner relationships
  • Bilingualism (English and French) required, as you will serve clients with diverse language needs.

Benefits

We offer a dynamic, collaborative, and progressive work environment that values innovation, teamwork, and client satisfaction. As a Royal Bank of Canada employee, you will have access to:

  • Full-time employee status with unlimited earning potential and comprehensive benefits
  • Opportunities to work with a high-performing team and contribute to the bank's success
  • A world-class training program in financial services
  • Flexible work/life balance options

Job Skills

Adaptability, Business Development, Client Centricity, Curiosity

Additional Job Details

Job Type:

Full time

Pay Type:

Commission

Employment Type:

Regular

Platform:

PERSONAL & COMMERCIAL BANKING